Use this when you need to find something but do not know where it lives.
Steps
- Go to Search.
- Type a name, SKU, vendor, source, note, or space name.
- Wait for results to appear.
- Choose the result type:
- Items.
- Transactions.
- Spaces.
- Open the record you need.
Tips
- Search broader terms first, then narrow down.
- Try vendor/source names for transactions.
- Try SKU or item name for items.
- Try room names for spaces.
Bulk Actions
Some search results can be selected for bulk actions. Use this carefully and confirm the selected records before applying changes.
Common Issues
- If you cannot find a record, it may be archived, hidden by permissions, or stored under a different vendor/source name.
- If results update slowly, clear the search and try a more specific term.